Get the free Change of Relevant Person Information Instruction Form

This form is for customers of HSBC Broking Services to update their relevant person information associated with individual, joint, or corporate accounts. It includes sections to declare personal details, employment status, contact information, and authorize representatives. The document informs on procedures, requirements for disclosures, and potential service limitations based on the jurisdiction of the relevant person.

How to fill out change of relevant person

How to fill out change of relevant person

1. Obtain the change of relevant person form from the appropriate authority or website.
2. Fill out the form with your current details, including your name and contact information.
3. Provide the details of the person you wish to add or remove, including their name and relationship to you.
4. Sign and date the form to verify the information is accurate.
5. Submit the completed form to the relevant authority, either in person or electronically, as per their guidelines.
6. Keep a copy of the submitted form for your records.

Who needs change of relevant person?

1. Individuals or organizations that have a change in personnel or need to update registered relevant persons.
2. Businesses requiring updates to their corporate governance structure.
3. Legal entities that must reflect changes in authorized representatives.

For pdfFiller’s FAQs

How can I send change of relevant person for eSignature?

Once your change of relevant person is ready, you can securely share it with recipients and collect eSignatures in a few clicks with pdfFiller. You can send a PDF by email, text message, fax, USPS mail, or notarize it online - right from your account. Create an account now and try it yourself.

How can I fill out change of relevant person on an iOS device?

Download and install the pdfFiller iOS app. Then, launch the app and log in or create an account to have access to all of the editing tools of the solution. Upload your change of relevant person from your device or cloud storage to open it, or input the document URL. After filling out all of the essential areas in the document and eSigning it (if necessary), you may save it or share it with others.

How do I edit change of relevant person on an Android device?

You can make any changes to PDF files, like change of relevant person, with the help of the pdfFiller Android app. Edit, sign, and send documents right from your phone or tablet. You can use the app to make document management easier wherever you are.

What is change of relevant person?

A change of relevant person refers to the process of updating the official record to reflect a new individual who holds a significant position of authority or responsibility within an organization.

Who is required to file change of relevant person?

Organizations or entities that have a change in their key personnel, such as directors, company secretaries, or any designated individuals in charge of compliance, are required to file this change.

How to fill out change of relevant person?

To fill out the change of relevant person form, one must provide the details of the outgoing person and the incoming person, along with their respective roles, identification details, and relevant dates.

What is the purpose of change of relevant person?

The purpose of change of relevant person is to ensure that the regulatory authorities have up-to-date information about the individuals who are responsible for making decisions and managing the organization.

What information must be reported on change of relevant person?

The information that must be reported includes the full name, position, identification number, and contact details of both the outgoing and incoming relevant persons.